1UT CRM Catalogue
Transcript of 1UT CRM Catalogue
CRMCATALOGUE
INFORMATIONCOMMUNICATION
TECHNOLOGY
CONTACTBradley Steynbergh
+27 82 770 [email protected]
2021
1uptechonline
1uptech.co.za
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CRM
Customer Relationship Management Software
Customer Relationship Management is a strategy that companies use tomanage interactions with customers and potential customers. CRM helpsorganizations streamline processes, build customer relationships, increasesales, improve customer service, and increase profitability.
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CRM (Customer Relationship Management Software)Quotes and invoicesProposalsProduct catalogEmail marketingVirtual call centerSales automationand more
To-do listsCharts and graphsUnlimited subtasksWorkload planning and managementChecklists with remindersTask reportsand more
Client management
Client management is essential for any business, now it can be done all inone location.
Project management Create and track your challenging projects over a short or long period allin one place.
OVERVIEW
Full List of Features
ONCE-OFF: R13999.00
5 Users | R1200.00 per month10 Users | R1800.00 per month20 Users | R3600.00 per monthUnlimited Users | R4999.00 per month
If hosted with 1 Up Tech, monthly hosting fees are as follow:
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Social networkGroup chatVideo conferencingMobile messengerOnline telephonyEmail serverand more
Clock in and Clock outWork reportsCompany directoryAbsence calendarLeave requestsShared calendarsHRMSand more
Manage and invoice projects.Link tasks to CRM features and stay organized.Powerful support system.Track time spent on tasks.Auto import leads.Keep track of leads.Create professional proposals.Record expenses.Create announcements for staff and customers.Paypal and Stripe payments.Follow-ups, reports, files, and many more features.
Communications It’s all tied to social media of course.
Workforce managementWorkforce management can be tough to keep track of without thecorrect tools, well this CRM has just about all those tools.
Overview of Awesome CRM features
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ADDITIONAL CRM MODULES
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Chart of accountsJournal entriesTransactionsReconciliationsTransfer accountsBank statementsBudget managementProfit and loss
Accounting and Bookkeeping ModuleThis module offers the ability to automate manyprocesses which will not only save time but will ensureaccuracy and efficiency with financial reports.
Price: R2999.00
MODULES
*The CRM standalone is required.
Balance sheetsGeneral ledgerTrial balanceStatement of cash flowsCheque detailAccounts receivable agingAccounts payable aging
Check-in/out manuallyProject timesheetsGeolocationsAttendance devicesLeave managementWorkshift managementWorkplaceRoute plannerRoute mapsRoute point management
Timesheets and Leave ModuleEasily track working hours, project hours, and absences.
Price: R2499.00
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ADDITIONAL CRM MODULES
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Individual foldersShared foldersShare spreadsheets to platforms
Spreadsheets Online ModuleA powerful spreadsheet editor like Excel, viewableamongst staff members.
Price: R2499.00
MODULES
*The CRM standalone is required.
Full employee profilesContractsInsurancesWork shiftsAllowancesJob positionsWorkplacesSalaries
Human Resources Management ModuleEfficiently manage companies' HR inside The AwesomeCRM module.
Price: R2499.00
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ADDITIONAL CRM MODULES
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Manage large product volumesOperate multiple locationsAutomatically generate product dataStreamline your stocktakeStock loss and adjustmentsSupervisor approval inventory write-offsStock transfers
Inventory Management ModuleAllows you to track goods across your business's supplychain.
Price: R4999.00
MODULES
*The CRM standalone is required.
Managed extended item listsVendor managementManage procurement requests of departmentsManage quotes from vendorsManage purchase orders from vendorsManage purchase quotations and ordersConvert purchase orders to expensesManage contracts of vendorsInvoice and payment managementReports and chartsVendor portal
Purchase Management ModuleManage the activities and relationships that makeuppurchasing functions necessary to do business.
Price: R4999.00
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MODULES
*The CRM standalone is required.
Create assetsCreate customer-based assets, corporate-only assets,and mixed onesRevoke an assetAdd additional assets in existing assetAssign an asset on a specific staff userTransfer assets between usersReport an asset lossReport an asset as brokenLiquidation record of an assetWarranty record of an assetAllocated assets listRevoked assets listDeprecated assets listAbility to separate assets based on unique units, assetgroups, and asset locationsAbility to add images to your assets
Asset Management ModuleManage your companies' assets.
Price: R4999.00
CRM App (Android)Turn your CRM into a fully-fledged Android app.
Price: R6999.00
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Schedule appointmentsManage callbacksEmail and SMS templatesReminders Live notificationsEmail notifications
Appointments and Callbacks ModuleThis module can schedule appointments to your CRMfrom external forms such as websites includingGoogle/Outlook Calendar integration.
Price: R2499.00
MODULES
*The CRM standalone is required.
EmployeesClientsGroup chats
CRM Chat ModuleA powerful real-time chat add-on, using Pusherintegration.
Price: R2999.00
Alternative to using Outlook
Mailbox - Webmail Based ModuleAllows your staff members to read and send emailsthrough the CRM using IMAP.
Price: R1799.00
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All-in-One Chat Support ModuleProvide client support through WhatsApp, Viber,Telegram, Messenger, and Mail.
Price: R1500.00
MODULES
*The CRM standalone is required.
SkrillGoCardlessMercado PagoBitpaymyPOSRazorpay
Payment Gateway ModulesPayment gateways for your CRM.
Price: R1500.00 per gateway
E-Commerce ModulePOS and inventory management.
Price: R4999.00
Incoming invoice payments supportExpenses (outgoing payments) supportAutopilot
QuickBooks ModuleSync your CRM payments with your QuickBooks account.
Price: R2999.00
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*Requires Inventory Module
Omni-Channel Sales ModuleThe process of selling your products on more than one sales channel.
Omni Channel Sales Module is the process of selling your productson more than one sales channel. Multichannel management includesa mix of your own website, client portal, POS, and multi-storesWoocommerce.
Price: R2100.00
MODULES
*The CRM standalone is required.
Employee master dataAttendancesCommissionsDeductionsEarningsInsurancesBonus KPIPersonal income taxPayroll templatesPayslipsPayroll reports
HR Payroll Management ModuleHR Payroll module allows you to pay your employees quickly andcorrectly every time you run payroll. The right system can shavehours off your payroll process, help you pay payroll taxes, andcomply with labor laws.
Price: R2499.00
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Organizational chartJob descriptionsTrainingOn-boarding processPersonel recordsDependantsLay-off checklistHR policiesHR contractsHR reportsQ&A
HR Record Management ModuleHR Records is a human resource records system. The primaryfunction is to provide a central database containing records for allemployees past and present. Human resource records refer to theinforma tional documents utilized by an organization to carry out itsfunctions. It represents the memory of the organization.
Price: R2499.00
MODULES
*The CRM standalone is required.